Civic Intelligence

The Roy W Smith Charitable Foundation Inc

990PF • Fiscal year 2017 • EIN 20-2071882

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 25, 2018

Organization Profile
17602 17th St Ste102-281Tustin, CA 92780

(714) 673-5028

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

40th percentile

0.03x

Higher debt load relative to revenue than 40% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

3rd percentile

-183%

Higher net margin than 3% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

79th percentile

$118,642

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 113.3% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

20th percentile

-4.3%

Faster asset growth than 20% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-2.0%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,293,947

Down $102,194 (-4.3%) from 2016

Net Assets

Down

$2,290,747

Down $102,198 (-4.3%) from 2016

Liabilities

Up

$3,200

Up $4 (+0.1%) from 2016

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin3rd percentile

Revenue

Down

$104,759

Down $2,155 (-2.0%) from 2016

Expenses

Down

$296,921

Down $14,245 (-4.6%) from 2016

Net Income

Up

-$192,162

Up $12,090 (+5.9%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,187,751Liabilities 2011: $1,246Net Assets 2011: $3,186,5052011Assets 2012: $3,010,025Liabilities 2012: $2,329Net Assets 2012: $3,007,6962012Assets 2013: $2,833,416Liabilities 2013: $2,982Net Assets 2013: $2,830,4342013Assets 2014: $2,746,014Liabilities 2014: $3,150Net Assets 2014: $2,742,8642014Assets 2015: $2,514,170Liabilities 2015: $3,242Net Assets 2015: $2,510,9282015Assets 2016: $2,396,141Liabilities 2016: $3,196Net Assets 2016: $2,392,9452016Assets 2017: $2,293,947Liabilities 2017: $3,200Net Assets 2017: $2,290,7472017Assets 2018: $2,001,474Liabilities 2018: $3,200Net Assets 2018: $1,998,2742018Assets 2019: $1,768,293Liabilities 2019: $3,200Net Assets 2019: $1,765,0932019Assets 2020: $1,659,394Liabilities 2020: $0Net Assets 2020: $1,659,3942020Assets 2021: $1,579,996Liabilities 2021: $0Net Assets 2021: $1,579,9962021Assets 2022: $1,451,803Liabilities 2022: $0Net Assets 2022: $1,451,8032022Assets 2023: $1,450,666Liabilities 2023: $0Net Assets 2023: $1,450,6662023Assets 2024: $678,487Liabilities 2024: $7,044Net Assets 2024: $671,4432024

Highlighted filing

2017

Assets$2,293,947
Liabilities$3,200
Net Assets$2,290,747
Open 2017 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2011: $296,7492011Expenses 2012: $340,4552012Revenue 2013: $155,057Expenses 2013: $332,319Net Income 2013: -$177,2622013Revenue 2014: $225,036Expenses 2014: $312,606Net Income 2014: -$87,5702014Revenue 2015: $75,960Expenses 2015: $307,896Net Income 2015: -$231,9362015Revenue 2016: $106,914Expenses 2016: $311,166Net Income 2016: -$204,2522016Revenue 2017: $104,759Expenses 2017: $296,921Net Income 2017: -$192,1622017Revenue 2018: $92,165Expenses 2018: $303,638Net Income 2018: -$211,4732018Revenue 2019: $46,777Expenses 2019: $313,074Net Income 2019: -$266,2972019Revenue 2020: $36,857Expenses 2020: $243,899Net Income 2020: -$207,0422020Revenue 2021: $66,326Expenses 2021: $231,202Net Income 2021: -$164,8762021Revenue 2022: $37,857Expenses 2022: $246,364Net Income 2022: -$208,5072022Revenue 2023: $136,998Expenses 2023: $188,929Net Income 2023: -$51,9312023Revenue 2024: -$24,139Expenses 2024: $181,146Net Income 2024: -$205,2852024

Highlighted filing

2017

Revenue$104,759
Expenses$296,921
Net Income-$192,162
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 25, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLA JACOBSPresidentPT$118,642-$118,642
RANDALL HAGARVice President-$8,140-$8,140
BRIAN JACOBSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Roy W Smith Charitable Foundation
EIN
20-2071882
Phone
7146735028
Address
17602 17TH ST STE102-281, TUSTIN, CA 92780

Signing Officer

Name
Carla Jacobs
Title
President
Signed
2018-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Wiegel Szekel and Frisby
Address
500 N St College Blvd Ste 1110, Orange, CA 92868
Preparer
Gabriel Frisby CPA
Phone
7146348757
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07147712321
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125839
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TREATMENT ADVOCACY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0POB 555
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0RIVERTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd0ROC 2R0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0MB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0PROXY PARENT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PROJECT ACCESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2AFI FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ICELANDIC RIVER HERITAGE SITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4NECESSITY PAYEE SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5COMMUNITY ENGAGEMENT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6SPECIAL OLYMPICS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0DIRECTOR - JACOBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1DIRECTOR - JACOBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3DIRECTOR - JACOBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 N GLEBE RD 730
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt117602 17TH ST STE 102-240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24029 WESTERLY PL 113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3745 S MARENGO AVE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41540 JUAN TABO BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53920 Birch St 103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61600 Forbes Way Ste 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ALBUQUERQUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Newport Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Long Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192780
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd487112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd690810
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0119589
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0112619
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0112619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt037738
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07226
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010267
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011890
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011890
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt062201
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06970
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt037738
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07226
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010267
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0119589
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06970
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt074091
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt067121
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01634
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01634
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02470
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Board Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Grant Monitoring
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Investment Advisory fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Office expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01037
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt222864
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31304
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Passthrough allocation
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-11784
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-11784
TaxesSchedule/TaxesDetail/Amt014170
TaxesSchedule/TaxesDetail/Amt164
TaxesSchedule/TaxesDetail/CategoryTxt0Payroll taxes
TaxesSchedule/TaxesDetail/CategoryTxt1State taxes and fees
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROY W SMITH CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,293,947
Liabilities
$3,200
Net assets
$2,290,747
Revenue
$104,759
Expenses
$296,921
Net income
-$192,162
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.67$0.02$0.18$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.14$0.19$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.04$0.25$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.07$0.23$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.04$0.24$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.05$0.31$0.27
2018Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.09$0.30$0.21
2017Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.10$0.30$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.39$0.11$0.31$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.08$0.31$0.23
2014Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.74$0.23$0.31$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.16$0.33$0.18
2012Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.34
2011Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.30